AMD Advanced Micro Devices, Inc. Loading... : Bullish and Bearish Analyst Opinions
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10:23
Sep 03
Sep 03
Users are explicitly lamenting that buying AMD calls for September "was NOT the play." Failed options plays and general tech weakness (also noted by AVGO call holders suffering) indicate a loss of momentum in semiconductors. Avoid going long on AMD in the near term as retail call buyers are getting wiped out. Tech could catch a random bid if macro data comes in softer than expected, lowering rate fears.
LOW
09:57
Sep 03
Sep 03
Author provides a technical industry analysis of AI inference hardware phases without stating.
Author provides a technical industry analysis of AI inference hardware phases without stating any personal positions or forward-looking trade calls.
02:13
Sep 03
Sep 03
TSMC CoWoS share shifts toward AMD
Morgan Stanley estimates Nvidia’s TSMC CoWoS share falls to 45.6% in 2027 while AMD nearly doubles to 19.8%; no explicit directional trade call from speaker.
MED
01:11
Sep 03
Sep 03
Musk's humanoid robot timeline acceleration and AI/energy growth remarks are cited as macro.
Musk's humanoid robot timeline acceleration and AI/energy growth remarks are cited as macro context, but the tweet is a research summary without explicit positions or trade calls.
LOW
00:58
Sep 03
Sep 03
Research note on Snowflake earnings read-throughs lists AI infrastructure beneficiaries.
Research note on Snowflake earnings read-throughs lists AI infrastructure beneficiaries as watchlist context, not author positions or trade calls.
00:56
Sep 03
Sep 03
Broadcom's earnings call highlights custom XPU share gains against merchant GPUs.
Broadcom's earnings call highlights custom XPU share gains against merchant GPUs, but the author frames it as a research read-through, not a position.
22:23
Sep 02
Sep 02
Altman's G20 remarks on surging token demand and infrastructure needs are cited as a broad AI.
Altman's G20 remarks on surging token demand and infrastructure needs are cited as a broad AI read-through, but the tweet offers no explicit position or trade call on any listed ticker.
LOW
22:04
Sep 02
Sep 02
Daily semi-cap roundup reports earnings beats and guidance raises for AVGO and HPE.
Daily semi-cap roundup reports earnings beats and guidance raises for AVGO and HPE, plus M&A and tariff news, but offers no personal positions or forward calls.
19:07
Sep 02
Sep 02
The author questions whether Altman's remarks are honest or FUD-spreading to undermine.
The author questions whether Altman's remarks are honest or FUD-spreading to undermine competitors' financing, framing it as strategic manipulation rather than a trade call.
18:24
Sep 02
Sep 02
AlphaSense reports its semiconductor sentiment index hit a cycle high of 44.
AlphaSense reports its semiconductor sentiment index hit a cycle high of 44, driven by AI infrastructure demand, memory strength, and advanced equipment investment, with the buildout intact despite emerging funding and power constraints.
13:11
Sep 02
Sep 02
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are.
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are summarized as industry context, with tickers listed as read-through beneficiaries rather than explicit positions.
03:04
Sep 02
Sep 02
Holding AMD core position, selling options for income
Author discloses holding a core position of 300 AMD shares and actively sells options against it (covered strangle) to generate weekly cash flow. Position is profitable and ongoing, indicating continued conviction in the underlying asset.
MED
02:00
Sep 02
Sep 02
"AI capex breakdown lists semis and hyperscalers"
"AI capex allocation breakdown lists these names amid data that 50% of each $100 goes to semi chips and 20% to power; no directional view stated."
LOW
22:34
Sep 01
Sep 01
"AI additive to traditional CPU infrastructure demand"
CPU/server demand growth could lift AMD alongside NVIDIA, but no author position stated; watch as beneficiary of broader infrastructure refresh.
MED
16:11
Sep 01
Sep 01
The author provides a macro market analysis highlighting inflation-driven Fed tightening.
The author provides a macro market analysis highlighting inflation-driven Fed tightening, momentum-chasing in tech, credit deterioration, and energy divergence, but makes no explicit personal position or forward call on any ticker.
15:56
Sep 01
Sep 01
Author cashed out AMD put-selling profits from last week and today's morning sale.
Author cashed out AMD put-selling profits from last week and today's morning sale, totaling over $45,000 generated, celebrating the exit rather than a fresh position.
HIGH
15:40
Sep 01
Sep 01
Author argues AI infrastructure selloff is overdone because token demand doubled in a month.
Author argues AI infrastructure selloff is overdone because token demand doubled in a month, implying every token needs GPUs, interconnect, power, and memory, framing the crash as a buying opportunity without explicit positions.
14:12
Sep 01
Sep 01
UBS research forecasts Nvidia's HBM share declining while Google and AMD gain demand by 2027.
UBS research forecasts Nvidia's HBM share declining while Google and AMD gain demand by 2027, presented as a factual market-share projection without any author position or trade call.
LOW
12:26
Sep 01
Sep 01
MED
12:10
Sep 01
Sep 01
Lynx Equity grows more bullish on Nvidia following its $3.5 billion investment in MediaTek.
Lynx Equity grows more bullish on Nvidia following its $3.5 billion investment in MediaTek, expecting momentum into 2027 while rivals face supply constraints.
08:30
Sep 01
Sep 01
Author shares a broad supply-chain and industry research roundup across semiconductors, memory.
Author shares a broad supply-chain and industry research roundup across semiconductors, memory, packaging, and AI infrastructure, treating all mentions as factual watchlist items rather than personal positions or trade calls.
01:06
Sep 01
Sep 01
AMD near support, buy for swing.
Buy AMD near solid support for a shorter-term swing; momentum could front-run buy signals, and the author also holds a relatively large long-term position.
MED
00:49
Sep 01
Sep 01
Author highlights past 10x winners and current high-conviction setups.
Author highlights past 10x winners and current high-conviction setups, framing them as his own research and positions, with SPCX flagged as a warning for sector turbulence.
LOW
23:59
Aug 31
Aug 31
Let AMD rest run, Lisa Su executes.
Cramer likes that the caller trimmed AMD and says to let the rest run because Lisa Su has done everything right; the stock is up more than 100% this year and is difficult to sell despite its size.
HIGH
22:43
Aug 31
Aug 31
The author maps the AI infrastructure value chain from GPUs to power and optics.
The author maps the AI infrastructure value chain from GPUs to power and optics, but frames it as a research overview rather than stating any personal positions or forward calls.
22:37
Aug 31
Aug 31
The author presents current PEG multiples for major tech names as factual data points without.
The author presents current PEG multiples for major tech names as factual data points without expressing any directional position or trade idea.
LOW
22:02
Aug 31
Aug 31
AMD AI infrastructure goes live in Saudi Arabia
Reports AMD MI355X-based AI infrastructure going live in Saudi Arabia with partners; no directional view stated.
LOW
17:25
Aug 31
Aug 31
AMD MI355X deployed in Saudi system.
AMD MI355X deployed in Saudi HUMAIN system; speaker says networking socket is more interesting than AMD itself.
LOW
16:22
Aug 31
Aug 31
Seeking Alpha highlights AMD and Cisco's joint AI infrastructure venture in Saudi Arabia.
Seeking Alpha highlights AMD and Cisco's joint AI infrastructure venture in Saudi Arabia and AMD's strong fundamentals, but the post is a research summary rather than an explicit position call.
15:29
Aug 31
Aug 31
AMD, Cisco, and Humain announce plans to install up to 250 megawatts of AI infrastructure.
AMD, Cisco, and Humain announce plans to install up to 250 megawatts of AI infrastructure by 2027.
About AMD Analyst Coverage
Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 137 sources. 424 bullish vs 20 bearish calls from 254 analysts. Sentiment: predominantly bullish (24%). 1650 total trade ideas tracked. Past 7 days: 6 bullish, 39 watch. Latest voices: r/wallstreetbets community, jasonschips, tengyanai.